Latest Institutional Transactions on Dimensional ETF Tr (DFIV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32.1K+ 33.05% |
$1.37M - $1.5M
|
129K
$6.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 49.5% |
$4.27K - $4.65K
|
102
$4.89K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.4K- 29.81% |
$785K - $857K
|
43.4K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
100+ 0.44% |
$4.27K - $4.65K
|
23K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76.1K+ 16.91% |
$3.25M - $3.54M
|
526K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
234K+ 13.99% |
$9.97M - $10.9M
|
1.9M
$91.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51.9K- 0.72% |
$2.21M - $2.41M
|
7.12M
$341M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03M+ 5.15% |
$43.8M - $47.8M
|
20.9M
$1B
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.21KNew |
$265K - $289K
|
6.21K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.4K+ 45.09% |
$3.81M - $4.16M
|
288K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22- 0.78% |
$939 - $1.02K
|
2.81K
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
189+ 0.31% |
$8.06K - $8.79K
|
61K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
183+ 6.31% |
$7.81K - $8.51K
|
3.08K
$148K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
7.96K+ 13.79% |
$340K - $371K
|
65.7K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
147K+ 9.15% |
$6.25M - $6.82M
|
1.75M
$83.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
4.74KNew |
$202K - $221K
|
4.74K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35K+ 0.75% |
$57.4K - $62.6K
|
180K
$8.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
38+ 0.11% |
$1.62K - $1.77K
|
34.4K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.6K+ 16.21% |
$3.74M - $4.07M
|
628K
$30.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
375+ 69.19% |
$16K - $17.4K
|
917
$43.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.96K- 26.35% |
$382K - $417K
|
25.1K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 94.87% |
$171K - $187K
|
8.24K
$395K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10New |
$427 - $465
|
10
$479
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.46% |
$640 - $698
|
3.3K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.49K- 0.34% |
$106K - $116K
|
735K
$35.2M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-854- 3.76% |
$36.4K - $39.7K
|
21.9K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.41K- 2.22% |
$103K - $112K
|
106K
$5.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.5K+ 14.64% |
$960K - $1.05M
|
176K
$8.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-866K- 63.4% |
$36.9M - $40.3M
|
500K
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.18K- 6.05% |
$50.3K - $54.9K
|
18.3K
$878K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.8K+ 15.26% |
$4.21M - $4.6M
|
746K
$35.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.7K- 14.94% |
$669K - $730K
|
89.3K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.5K- 8.77% |
$107K - $116K
|
26K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22K+ 7.04% |
$937K - $1.02M
|
334K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.3K- 6.38% |
$779K - $850K
|
268K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
178KNew |
$7.59M - $8.28M
|
178K
$8.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 0.15% |
$75.5K - $82.4K
|
1.19M
$56.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
39.1KNew |
$1.67M - $1.82M
|
39.1K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
593+ 33.87% |
$25.3K - $27.6K
|
2.34K
$112K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-850- 3.21% |
$36.3K - $39.6K
|
25.7K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.76K+ 10.43% |
$75K - $81.8K
|
18.6K
$891K
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.65K- 0.54% |
$70.3K - $76.6K
|
303K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
464KNew |
$19.8M - $21.6M
|
464K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.8KNew |
$504K - $549K
|
11.8K
$566K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.73KNew |
$415K - $453K
|
9.73K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.32K+ 7.81% |
$398K - $434K
|
129K
$6.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.16K- 42.14% |
$178K - $194K
|
5.72K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333+ 48.76% |
$14.2K - $15.5K
|
1.02K
$48.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-91- 1.49% |
$3.88K - $4.23K
|
6.02K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19.7K+ 152.47% |
$840K - $916K
|
32.6K
$1.56M
|
|